LPL Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.31M Buy
340,439
+36,536
+12% +$820K ﹤0.01% 2279
2025
Q4
$6.74M Buy
303,903
+57,229
+23% +$1.27M ﹤0.01% 2275
2025
Q3
$5.42M Buy
246,674
+27,103
+12% +$604K ﹤0.01% 2393
2025
Q2
$4.69M Buy
219,571
+21,468
+11% +$451K ﹤0.01% 2358
2025
Q1
$4.45M Buy
198,103
+9,496
+5% +$214K ﹤0.01% 2249
2024
Q4
$4.03M Sell
188,607
-3,290
-2% -$74.6K ﹤0.01% 2249
2024
Q3
$4.55M Sell
191,897
-6,451
-3% -$152K ﹤0.01% 2077
2024
Q2
$4.4M Sell
198,348
-23,888
-11% -$534K ﹤0.01% 1971
2024
Q1
$5.16M Sell
222,236
-248,245
-53% -$5.62M ﹤0.01% 1752
2023
Q4
$11.1M Sell
470,481
-119,115
-20% -$2.63M 0.01% 1185
2023
Q3
$13.2M Buy
589,596
+22,569
+4% +$537K 0.01% 1007
2023
Q2
$13.4M Buy
567,027
+16,784
+3% +$367K 0.01% 976
2023
Q1
$12M Sell
550,243
-12,419
-2% -$296K 0.01% 996
2022
Q4
$12.8M Buy
562,662
+147,136
+35% +$3.43M 0.01% 889
2022
Q3
$8.7M Buy
415,526
+124,991
+43% +$3.51M 0.01% 1033
2022
Q2
$7.77M Buy
290,535
+32,433
+13% +$960K 0.01% 1107
2022
Q1
$8.43M Sell
258,102
-21,945
-8% -$723K 0.01% 1096
2021
Q4
$9.66M Sell
280,047
-12,528
-4% -$458K 0.01% 1038
2021
Q3
$10.6M Sell
292,575
-12,059
-4% -$439K 0.01% 932
2021
Q2
$11.3M Sell
304,634
-52,579
-15% -$1.93M 0.01% 840
2021
Q1
$12.6M Buy
357,213
+62,752
+21% +$2.1M 0.01% 723
2020
Q4
$9.38M Buy
294,461
+475
+0.2% +$13.7K 0.01% 776
2020
Q3
$7.57M Sell
293,986
-5,942
-2% -$154K 0.01% 752
2020
Q2
$7.46M Buy
299,928
+20,094
+7% +$450K 0.01% 696
2020
Q1
$5.23M Sell
279,834
-126,800
-31% -$5.1M 0.01% 733
2019
Q4
$18.1M Buy
406,634
+155,636
+62% +$6.74M 0.03% 388
2019
Q3
$10.6M Buy
250,998
+20,227
+9% +$854K 0.02% 514
2019
Q2
$9.73M Buy
230,771
+419
+0.2% +$18K 0.02% 519
2019
Q1
$9.98M Buy
230,352
+32,707
+17% +$1.4M 0.02% 499
2018
Q4
$7.89M Sell
197,645
-7,869
-4% -$334K 0.02% 534
2018
Q3
$8.95M Sell
205,514
-7,867
-4% -$351K 0.02% 526
2018
Q2
$9.27M Sell
213,381
-507
-0.2% -$22K 0.02% 485
2018
Q1
$9.09M Sell
213,888
-77,995
-27% -$3.32M 0.03% 482
2017
Q4
$13.2M Sell
291,883
-16,979
-5% -$781K 0.04% 349
2017
Q3
$14.5M Sell
308,862
-41,563
-12% -$1.94M 0.05% 290
2017
Q2
$16.3M Sell
350,425
-37,702
-10% -$1.75M 0.06% 252
2017
Q1
$17.6M Buy
388,127
+77
+0% +$3.39K 0.12% 141
2016
Q4
$16.6M Buy
388,050
+29,052
+8% +$1.22M 0.13% 133
2016
Q3
$14.6M Buy
358,998
+117,035
+48% +$4.96M 0.14% 131
2016
Q2
$9.91M Sell
241,963
-5,612
-2% -$225K 0.08% 190
2016
Q1
$9.47M Buy
247,575
+2,878
+1% +$106K 0.03% 460
2015
Q4
$9.53M Buy
244,697
+76,555
+46% +$3.05M 0.03% 464
2015
Q3
$6.9M Sell
168,142
-14,660
-8% -$624K 0.04% 369
2015
Q2
$7.88M Sell
182,802
-20,814
-10% -$961K 0.04% 371
2015
Q1
$9.55M Sell
203,616
-96,866
-32% -$4.55M 0.05% 314
2014
Q4
$14.1M Sell
300,482
-69,522
-19% -$3.42M 0.08% 231
2014
Q3
$17.6M Sell
370,004
-13,056
-3% -$656K 0.1% 187
2014
Q2
$19.4M Buy
383,060
+23,913
+7% +$1.2M 0.11% 172
2014
Q1
$17.6M Buy
359,147
+113,559
+46% +$5.6M 0.11% 178
2013
Q4
$11.3M Buy
245,588
+9,900
+4% +$468K 0.07% 239
2013
Q3
$11.2M Buy
235,688
+118,923
+102% +$5.8M 0.07% 238
2013
Q2
$5.91M Buy
+116,765
New +$6.82M 0.04% 327

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